+506.1%
SPCX vs WWD
+119.0%
+387.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.4% | -1.7% |
| 7D | +1.3% | +0.4% | +0.8% | -11.7% |
| 30D | -12.0% | -0.4% | -11.6% | -35.8% |
| 3M | +3.1% | -6.1% | +9.2% | -15.6% |
| 6M | +457.1% | +25.9% | +431.2% | +106.7% |
| YTD | +457.1% | +25.9% | +431.2% | +106.7% |
| 1Y | +457.1% | +25.9% | +431.2% | +106.7% |
| All | +506.1% | +119.0% | +387.1% | +114.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling